TrueAdvisor
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JC
JC

Juan Carlos Sanchez Costes

Vectorglobal Iag, INC.
4 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Vectorglobal Iag, INC.
Compensation
Fee-Only (AUM)
Firm Size
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$924K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Location

1001 Brickell Bay Drive, Suite 1900, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Vectorglobal Wmg
January 2023 - Present · 3 yrs 1 mo
Vectorglobal Iag, INC.
January 2023 - Present · 3 yrs 1 mo
Vectorglobal WmgBroker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
July 2021 - February 2023 · 1 yr 7 mos
UBS Financial Services INC.Broker
July 2021 - February 2023 · 1 yr 7 mos
State Registrations3 states
CAFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.